FINANCE

Ask an Advisor: About Real Estate

Is now a good time to buy a home?  I think a better question to ask is “Is it a good time in my life to buy a house?” buying a home is a huge investment and it is important to not rush into the decision. Interest rates are very low right now which is […]

Ask an Advisor: Being a Woman Caught in the Sandwich Generation

Many women find themselves part of the generation, “sandwiched” between caring for their aging parents and young or even grown children, often providing support while holding down full-time jobs. This role can challenging, especially when it comes to finances. With the rising cost of living in the DC-metro area, trying to meet day-to-day expenses while […]

All parents worry about their children’s futures – it’s part of the job. Parents of children with special needs may face more uncertainty. Some of the biggest concerns special needs parents have are financial. Mapping out your child’s financial future can seem like a daunting task, but having a plan in place can help ease […]

Ask an Advisor: About New Year’s Resolutions

What are the Most Important Financial Resolutions I Should Have for 2021? Everyone has different priorities but here are the top four I recommend:  Protect Your Estate  Review and update your estate documents. The primary purpose of a will is to ensure that your assets are distributed to whomever you choose, in the amount and manner that […]

Ask An Advisor: Year-End Financial Planning Checklist

The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with my clients that you may find helpful as this year draws to a close.   Investments […]

Ask An Advisor: Consider Tax Loss Harvesting in Taxable Accounts

This strategy potentially turns your investment losses into tax breaks. If you invest in taxable accounts you are probably familiar with capital gains taxes. To “harvest“ losses you sell investments at a loss and then use those losses to offset realized investment gains in the same year. The key is to make a lateral move […]

We asked the advisors at local firm, VLP Financial Advisors on what investment advice that have or strategies they recommend during the recent market downturn. Buy Low (If you Can)  Warren Buffett said “Try to be fearful when others are greedy and greedy only when others are fearful”.  With these words in mind, a downturn […]

Ask An Advisor About: Investing during the COVID-19 Market downturn

We asked the advisors at local firm, VLP Financial Advisors on what investment advice that have or strategies they recommend during the recent market downturn. Don’t try to Time the Market Belle Osvath, CFP®, AIF® Your instincts might prompt you to pull your money out of the market when values fall and then re-enter when […]